Tyler-Stone Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
3,599
-7
| -0.2% | -$643 | 0.05% | 252 |
|
|
2025
Q1 | $332K | Buy |
3,606
+18
| +0.5% | +$1.66K | 0.06% | 239 |
|
|
2024
Q4 | $295K | Buy |
3,588
+2
| +0.1% | +$165 | 0.05% | 253 |
|
|
2024
Q3 | $323K | Buy |
3,586
+2,175
| +154% | +$196K | 0.06% | 236 |
|
|
2024
Q2 | $109K | Hold |
1,411
| – | – | 0.05% | 272 |
|
|
2024
Q1 | $101K | Buy |
1,411
+400
| +40% | +$28.7K | 0.04% | 275 |
|
|
2023
Q4 | $70.9K | Sell |
1,011
-100
| -9% | -$7.01K | 0.04% | 311 |
|
|
2023
Q3 | $72K | Buy |
1,111
+397
| +56% | +$25.7K | 0.04% | 295 |
|
|
2023
Q2 | $50K | Buy |
+714
| New | +$50K | 0.03% | 341 |
|
|
2022
Q4 | $62K | Hold |
864
| – | – | 0.04% | 285 |
|
|
2022
Q3 | $59K | Hold |
864
| – | – | 0.05% | 276 |
|
|
2022
Q2 | $62K | Hold |
864
| – | – | 0.04% | 291 |
|
|
2022
Q1 | $63K | Buy |
864
+51
| +6% | +$3.72K | 0.03% | 309 |
|
|
2021
Q4 | $56K | Buy |
+813
| New | +$56K | 0.03% | 337 |
|